AUMdb

Behlen Mfg. Co. 401(k) Plan

Sponsored by Behlen Mfg. Co. · EIN 470670369 · Plan #002

Total assets
$79.3M
Net assets
$79.3M
Active participants
912
With balances
1,269

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
D.A. Davidson & Co. CRD 199 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Recordkeeping, Participant loan processing, Float revenue $124,504
D. A. Davidson & Co. Investment advisory (plan) $30,000